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Worth Asset Management’s Simplify High Yield ETF CDX Stock Holding History

Worth Asset Management’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26,457
Closed -$565K – 217
2026
Q1 		$565K Sell
26,457
-19,867
-43% -$437K 0.21% 100
2025
Q4 		$1.03M Buy
46,324
+26,714
+136% +$604K 0.44% 53
2025
Q3 		$449K Buy
+19,610
New +$450K 0.2% 82

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Worth Asset Management's CDX Position: Q2 2026 in Review

Worth Asset Management sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 26,457 shares — an estimated $565K sold.

Worth Asset Management first reported a position in CDX in Q3 2025 and held it in 3 quarters. The position peaked at $1.03M in Q4 2025. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Worth Asset Management reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Worth Asset Management sold 26,457 Simplify High Yield ETF shares in Q2 2026, an estimated $565K.
  • Worth Asset Management first reported a position in Simplify High Yield ETF in Q3 2025 and held it in 3 quarters.
  • Worth Asset Management's Simplify High Yield ETF position peaked at $1.03M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.